-28.6%
BAH vs SOXQ
+227.1%
-255.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -2.6% | +7.5% | +4.8% |
| 7D | +2.4% | +2.3% | +0.1% | +2.4% |
| 30D | -2.9% | -3.9% | +1.0% | -3.0% |
| 3M | -1.3% | -4.7% | +3.4% | -2.0% |
| 6M | -0.9% | +47.9% | -48.8% | -5.1% |
| YTD | -8.2% | +64.3% | -72.6% | -13.3% |
| 1Y | -24.0% | +95.7% | -119.7% | -29.8% |
| All | -28.6% | +227.1% | -255.7% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling